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20121027
20121104
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. here's once from trace, no doubt the, well -- hi, jim, as we all know the department of defense is planning to downsize the military over the next few years as we also conclude our business in afghanistan. do you believe the large amount of military personnel and contracts and personnel will flood the market and increase the demand for goods? no, trace, i don't think it will move the needle. the army and navy, they don't move that fast. in anyway there could be a peace dividend where we got to cut the deficit. i don't think you should look at this issue in a way to make money off it. it's really not a needle mover. it can be negative for a lot of the defense companies as we know. they've been under a cloud because of these cuts. here's one from danny in new york. hi, jim. i have heard you say when considering the playing the down side of an equity you would short the stock rather than allow a put. please elaborate on your reasoning for this. >> if i have created any misperceptions that i favor shorting stocks it is completely out of character with all my books and what i used to
defense spending. the issue is a deficit which is a huge drag long term and the spending of government and a lot of this will depend honestly on who is elected. >> stay with us. first we'll check on the markets to the degree that we can. u.s. futures have been trading in the overnight and morning session. >> currently trading a little bit more than 40 points below fair value. let's show you european markets. a bit higher this morning by good numbers out of ubs and bp. ftse 100 up 35 points. xetra dax up 0.8%. ibex up 0.6%. let's remind you what's going on as far as reinsurers are concerned. impact on hurricane sandy as well. all the big reinsurers are up. this is an expectation maybes wills aren't quite as heavy, but of course if you to get losses, also hardening rates in the long term anyway. an auction coming out of italy today. that's in about an hour or so time. we have three to four billion. might raise more than that. yields just a little lower today, just below 5% for italian. ten year spanish yields, 5.64%. still okay for now for the spanish government. euro-dollar is 1.2929 la
from reactive anew products. last but not least, the tone, they shifted from reactive and defensive to a positive stance, not unlike the u.s. ranger that macdonald was. proctor jumped two points yesterday, i still think it's worth buying. the company has a 56-year long track record of raising the dividend. a nice catalyst on november 15th. i bet macdonald tells a fantastic story and you want to be in the stock before the meeting happens. bottom line? take the story of bob macdonald, and we all make mistakes. you have to be willing to admit when you were wrong, and i was wrong on macdonald. he has been screwing up by his own admission. i was right to take him down. and now the company just reported a great quarter, i look like a smarty pants rather than a dope. >>> let's go to richard. >> caller: is this a good time for the stock? kimberly clark? >> they have passed the torch to proctor. i do like kimberly's dividend. like proctor's growth profile. >>> i need to go to kyle in maryland. >> caller: booyah, jim. this is kyle, giving a shoutout to my econ professor, carl marx. good produ
Search Results 0 to 2 of about 3